When you select the Reference tool, the Reference and Global Reference lists appear. Columns Doc Type The document type to which the reference can apply. If left blank, the reference
When you select the Reference tool, the Reference and Global Reference lists appear. Columns Doc Type The document type to which the reference can apply. If left blank, the reference
To add a reference: From Manual | Reference | Reference List, click Add a row. Select a Doc Type from the drop-down list. In Reference, enter a description. (optional) Enter
The Region Maintenance tool allows you to define regions than can then be assigned to vendors. Regions can be whatever works best for you, whether area codes, ZIP codes, geographical
When you select the Region Maintenance tool, the corresponding part appears. Columns Region ID Any combination of 1 to 10 alphanumeric characters used to identify the region. Description A description
To add a region: In Manage | Region Maintenance click Add a row. Enter an Region ID for the region. Enter a Description for the region. Accept the row. Repeat steps 1-4
The Templates tool allows you to upload various types of templates into Spitfire’s Template Library for use throughout the system. Considerations for Templates Before uploading templates into the Template Library,
When you select the Templates tool, the corresponding part appears: Columns Doc Type The document type for which this template is available. A blank Doc Type indicates the template is
To upload a template: In Manage | Templates, click Add a row. In Doc Type, select the type for the template. If no Doc Type is necessary, select the blank
Spitfire Contacts include all those individuals and companies with whom you do business. Not all Spitfire Contacts are users, but all users are Spitfire Contacts. The Spitfire Contact list includes
An understanding of Contacts in sfPMS requires an understanding of roles. Roles are created and capabilities are assigned during the implementation stage of sfPMS. A role has two functions: First,